Housing Headwinds, Big Bank Credit Color, Supply Surge

from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA

This week, our 3 Things are:1. Housing headwinds. Are we close to unlocking real value? 2. Big bank credit color. Where did the cockroaches go? 3. Supply surge. 2026 figures to see record-setting issuance. What does it mean for spreads?

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This episode is 11 minutes long.

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This episode was published on January 16, 2026.

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